Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INC | COMMON STOCK | 1351 | $2,582,828 | 30,265 | 0.00 | 0.00 | 12,979 | 75.08 | 12-31-2023 |
NUCOR CORP | COMMON STOCK | 1352 | $2,581,229 | 14,831 | 0.00 | 0.00 | 9,635 | 185.43 | 12-31-2023 |
SYNOPSYS INC | COMMON STOCK | 1353 | $2,545,509 | 4,944 | 0.00 | 0.00 | 4,269 | 632.44 | 12-31-2023 |
WILLIAMS COS INC/THE | COMMON STOCK | 1354 | $2,535,373 | 72,793 | 0.00 | 0.00 | -132,400 | -64.52 | 12-31-2023 |